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Michael J. Bunzel

Stonewater Wealth Management, Inc.

Corpus Christi, TX

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Current Employers
Stonewater Wealth Management, Inc.

4639 Corona Dr Ste 9, Corpus Christi, TX 78411 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-03
  • TX RA
    APPROVED
    Since 2024-07-03

Branch Locations

4639 Corona Dr Ste 9, Corpus Christi, TX 78411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Waukesha WI 02/2022 09/2022
Astra Zeneca Wilmington DE 02/2018 05/2021
Alk Round Rock TX 08/2017 02/2018
Teva Pharmaceuticals Horsham PA 08/2006 05/2017
Independent Investor Wauwatosa WI 05/2021 02/2022
Intervest International Equities Corp Colorado Springs CO 09/2022 Present
Stonewater Wealth Management, Inc Corpus Christi TX 07/2024 Present
  • 02/2022 → 09/2022
    Raymond James & Associates, Inc.
    Waukesha, WI
  • 02/2018 → 05/2021
    Astra Zeneca
    Wilmington, DE
  • 08/2017 → 02/2018
    Alk
    Round Rock, TX
  • 08/2006 → 05/2017
    Teva Pharmaceuticals
    Horsham, PA
  • 05/2021 → 02/2022
    Independent Investor
    Wauwatosa, WI
  • 09/2022 → Present
    Intervest International Equities Corp
    Colorado Springs, CO
  • 07/2024 → Present
    Stonewater Wealth Management, Inc
    Corpus Christi, TX
Previous Registrations
  • 2022-09-26 → 2024-07-05
    Intervest International, Inc.
    Wauwatosa, WI
    Colorado Springs, CO
  • 2022-06-01 → 2022-10-06
    Raymond James & Associates, Inc.
    Waukesha, WI
Other Businesses

Stonewater Tax Group; Tax adviser; 07/2024; Corpus Christi, TX; Tax preparation & planning; 25 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-31
  • S66 Uniform Combined State Law Examination
    2022-05-31
Other Names
  • Michael J Bunzel

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FROST INVESTMENT SERVICES
LPL FINANCIAL LLC
EDWARD JONES
DAVIDSON CAPITAL MANAGEMENT, INC
FIRST COMMAND ADVISORY SERVICES
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

MATTHEW ALLEN APPLE
JOHN SCOTT HOLLOWAY
KIMBERLY SUE PROWSE
Maria Juliana Canamar
GREY LEWIS PROWSE
BRIAN LEE SMITH
RICHARD PATRICK SWETISH
Sharon Lenise Walls

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Corpus Christi, TX
FROST INVESTMENT SERVICES · CORPUS CHRISTI, TX
LPL FINANCIAL LLC · CORPUS CHRISTI, TX
EDWARD JONES · Corpus Christi, TX
DAVIDSON CAPITAL MANAGEMENT, INC · CORPUS CHRISTI, TX
FIRST COMMAND ADVISORY SERVICES · Corpus Christi, TX
OSAIC WEALTH, INC. · CORPUS CHRISTI, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORPUS CHRISTI, TX

More in Corpus Christi, TX

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